Burney Company’s Scotiabank BNS Stock Holding History

Burney Company’s Portfolio BNS Stock Details BNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,745	Closed	-$268K	–	573
2021 Q4	$268K	Sell	3,745 -225	-6%	-$14.9K	0.01%	516
2021 Q3	$244K	Hold	3,970	–	–	0.01%	520
2021 Q2	$258K	Hold	3,970	–	–	0.01%	523
2021 Q1	$248K	Buy	+3,970	New	+$230K	0.01%	510

Other funds holding BNS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Burney Company's BNS Position: Q1 2022 in Review

Burney Company sold out of Scotiabank (BNS) in Q1 2022, closing a stake of 3,745 shares — an estimated $268K sold.

Burney Company first reported a position in BNS in Q1 2021 and held it in 4 quarters. The position peaked at $268K in Q4 2021. 441 funds tracked by Wall St. Rank hold BNS as of Q1 2022.

Burney Company reported no remaining Scotiabank position as of Q1 2022 after selling out during the quarter.
Burney Company sold 3,745 Scotiabank shares in Q1 2022, an estimated $268K.
Burney Company first reported a position in Scotiabank in Q1 2021 and held it in 4 quarters.
Burney Company's Scotiabank position peaked at $268K in Q4 2021.
441 funds tracked by Wall St. Rank held Scotiabank as of Q1 2022.

Based on Burney Company's 13F filing for Q1 2022, filed 9 May 2022.